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Business Owner’s Estate Planning Guide by Mercer Advisors

Jul 3, 2024 | Articles

Business owners face unique financial planning considerations due to the complexities of their assets and the interplay between business and personal interests. Succession planning, estate taxes, and the smooth transition of ownership from generation to generation are among the key factors to consider. Understanding federal and state rules regarding estate taxes and probate can also help the business owner develop the appropriate estate-planning strategy. To read the whole article, visit: https://www.merceradvisors.com/insights/trust-estate/business-owners-estate-planning-guide/